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Visio, Ms Projects

Isabel has attended:
Visio Advanced course

by - delegate Isabel [2 posts] (2006 Nov 22 Wed, 15:55) Reply

Hi Forum,

I was wondering if there is a way to connect a Visio diagram to Ms Project file, so that when we update the Ms Project file, the Visio diagram is automatically updated.

Thank you very much for your advice.

Isabel Saez-Pujol
Daiichi Sankyo

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RE: Visio, Ms Projects

by - trainer Garry gold contributer [188 posts] (2006 Nov 24 Fri, 09:02) Reply

have you used the Visio Chart Wizard to display project information in Visio
open MS Project

If the toolbar is not displayed, on the View menu, point to Toolbars, and then click Analysis.
On the Analysis toolbar, click Visio WBS Chart Wizard.
To create a chart for a specific task selection, click Apply Task Selection View.
To create a chart for all tasks or tasks based on an outline level, click Launch Wizard.

In the Visio WBS Chart Task Selection view, select the tasks you want to include in the chart.
To select a task, click Yes in the Include in WBS Chart field of that task.

On the Visio WBS Chart toolbar, click Visio WBS Chart Wizard, and then click Launch Wizard.
Follow the instructions to create the Visio WBS Chart.

· How Your Business Benefits From Using Visio
· Overview of Microsoft Visio

Visio tip:

Creating an organisation chart in Visio using Excel data

A quick and easy way to create an organisation chart by importing names and titles stored in list format in an Excel spreadsheet into Visio.

1. Select File, New, Organization Chart.

2. Start the Organization Chart Wizard.

3. At the first step of the wizard, select the 'Information that I enter using the wizard' option, and click Next.

4. At the second step of the wizard, select Excel, then type the name of the file.

5. Select Browse to choose the location you wish to save the file to, click Save, and then click Next.

6. Click OK - a Microsoft Office Excel workbook will open with column headings already entered for you.

7. Replace the sample text with the text you wish to appear in your organisation chart. By holding your cursor over each column heading, you should be able to view data entry tips.

8. Save the Excel file, then close Excel.

9. Proceed through the remaining steps in the wizard to create your organization chart from the data you entered into the Excel file.

Visio's organisation chart wizard will also recognise the following file formats (besides .xls):

- Microsoft Exchange Server Directory (Microsoft Exchange e-mail Address Book).

- Tab- or Comma-delimited text (.txt).

- Org Plus (.txt).

- Microsoft Office Access (.mdb) or any other file format for a database created in an Open Database Connectivity (ODBC)-compliant database application.